WealthMagic Advisor vs Peace Wealth

Introducing WealthMagic Advisor App from Fintso. It is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Fintso’s Wealth Magic cloud subscription users. With this app, you can: • Get up-to-date statistics of your business on the go • Access diverse views of your customer’s investment portfolio • Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms) • View birthdays of your customers and send personalized greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (MyWealth) • Receive service requests from customers • View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With WealthMagic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!

Peace Wealth is your all-in-one solution for Financial and Wealth Management needs. Peace Wealth, the user-friendly mobile app that simplifies your financial world. Access all your portfolio reports on the go with ease, putting your finances at your fingertips." Mutual Funds Bonds Corporate Fixed Deposit Life Insurance Health Insurance Gold Bonds Stocks Key Features: - Complete Portfolio Valuvation report download including all assets. - View historical Performance of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. - Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs - Insurance list to keep track of premiums to be paid. Calculators and Tools available: Retirement Calculator Marriage Calculator SIP Calculator SIP Delay Calculator SIP Step up Calculator EMI Calculator